See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,166 | $106,890-7.2% | $84,015+18.0% | $152,861-35.1% |
| Participation rate | 81.3% | 75.2%+6.0pp | 69.0%+12.2pp | 82.4%-1.2pp |
| Annual return | 21.03% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,771 | $2,734-35.2% | $1,983-10.7% | $4,762-62.8% |
| Participant deferral / active EE | $3,488 | $4,011-13.0% | $3,239+7.7% | $5,850-40.4% |
| Admin fee / account holder | $1,505 | $8,285-81.8% | $6,101-75.3% | $11,596-87.0% |